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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2051
Motive Wealth Advisors
Michigan
$209K +$180K +586 New
LRPA
2052
L. Roy Papp & Associates
Arizona
$209K +$180K +585 New
SFWC
2053
Strategic Family Wealth Counselors
New Jersey
$209K +$180K +585 New
BST
2054
Bath Savings Trust
Maine
$209K +$180K +585 New
SIG
2055
Sargent Investment Group
Maryland
$209K +$180K +583 New
AIM
2056
AHL Investment Management
Florida
$208K +$180K +584 New
CSA
2057
Cottage Street Advisors
Massachusetts
$208K +$180K +584 New
3IP
2058
3Chopt Investment Partners
Virginia
$208K +$179K +582 New
RWM
2059
Refined Wealth Management
Utah
$208K +$179K +582 New
CCA
2060
Conservest Capital Advisors
Pennsylvania
$207K +$179K +580 New
SSC
2061
Syverson Strege & Co
Iowa
$207K +$179K +580 New
VV
2062
Verity & Verity
South Carolina
$207K +$179K +580 New
FFC
2063
Frederick Financial Consultants
Maryland
$206K +$178K +578 New
RMC
2064
Resources Management Corp
Connecticut
$205K
Nomura Holdings
2065
Nomura Holdings
Japan
$205K -$38.2M -124,193 -100%
CTC
2066
Cetera Trust Company
Minnesota
$205K -$15.4K -50 -8%
BL
2067
Balentine LLC
Georgia
$204K +$176K +572 New
CPCM
2068
Cardinal Point Capital Management
Ontario, Canada
$203K +$176K +570 New
TWM
2069
Tanager Wealth Management
United Kingdom
$203K +$176K +570 New
OA
2070
Operose Advisors
Wisconsin
$203K
BC
2071
Barrett & Company
Rhode Island
$203K
SMA
2072
Seven Mile Advisory
New Jersey
$203K +$175K +568 New
PCM
2073
Princeton Capital Management
New Jersey
$202K +$175K +567 New
HBWM
2074
Hollow Brook Wealth Management
New York
$202K +$174K +565 New
CWM
2075
Centric Wealth Management
Illinois
$201K -$61.9K -201 -27%